HVAC Estimator
Job Description
Description
This is a direct placement, full time position with Statewide Conditioning Inc.
SERVICE PURCHASER / ESTIMATOR
POSITION SUMMARY:
This position requires a self-starter to work with the Assistant Service Manager to prepare accurate, comprehensive, and competitive labor and materials estimates for service-driven HVAC installations within specified time frames.
DUTIES AND RESPONSIBILITIES:
Coordinate and manage all proposal requests from the tech tool application and ensure the following is completed. Coordinate and manage all service-related purchasing needed to satisfy service department requirements.
- Quote service repairs generated within our web-based service program (5-day maximum turnaround)
- Review quotes as they are received from technicians throughout the day
- Identify priority level and determine if verbal approval is an option with the Assistant Service Manager
- High Priority: submit to customer within 1–2 days
- Medium Priority: submit to customer within 2–3 days
- Low Priority: submit to customer within 3–5 days
- Place requests for pricing and lead times with vendors
- Conduct research and use available resources to ensure estimate accuracy; work with field supervisor or Assistant Service Manager for parts/labor verification as needed
- Receive high-priority service repair part requests and ensure parts are located, purchased, and distributed to the service team
- Verify accuracy of items requested and purchased versus items received
- Maintain designated service department stock items as needed
- Generate purchase orders and manage the purchase order lifecycle per company protocols
- Manage warranty purchasing and return purchases
- Identify cost-saving opportunities and propose alternative options when appropriate
- Present estimates to management for review, including priority level, materials, labor pricing, standard scope wording, and applicable lead times
- Work effectively with customers and field staff by presenting final proposals professionally via personalized email through the tech tool; follow up regularly and resend per SOP
- Upon approval, enter job bookings per standard operating procedures and coordinate scheduling with the Service Manager based on labor and material availability
- Stage materials for pickup and/or delivery
REQUIREMENTS AND QUALIFICATIONS:
- High energy level to manage a dynamic, fast-paced workload
- Ability to work on multiple organized and accurate estimates simultaneously
- Excellent time management and task prioritization skills
- Strong analytical skills with attention to detail
- Excellent communication skills
- Customer-centric mindset
- Proficient in Microsoft Office (Outlook, Word, Excel)
- Timberline experience a plus
- HVAC estimating experience: 2+ years preferred
- Self-motivated, driven, and high-integrity individual
- Strong listening, interpersonal, and customer service skills
- High School diploma or GED required
- Valid driver’s license for the state of New Jersey
- Punctual, dependable, proactive, and able to take initiative
- Willingness to embrace process changes as the company grows
WORKING CONDITIONS:
Primarily office-based. Candidate must be able to climb ladders and stairs, maneuver in mechanical rooms, and view system components when required.
DISCLAIMER:
The above statements describe the general nature and level of work performed and are not an exhaustive list of duties, responsibilities, or requirements.
JOB TYPE:
Full-time
ADDITIONAL REQUIREMENTS:
We are a drug-free company. All employees must pass a drug test prior to beginning employment.
COMPANY BENEFITS:
- Competitive industry salary based on experience
- Company-issued uniforms
- Vacation days
- Sick days
- Paid holidays
- Cell phone
- Matching 401(k)
- Health, dental, and vision plans
- Formal and informal training (if eligible)